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1,525 hedge funds and large institutions have $61.7B invested in SLB Ltd in 2023 Q4 according to their latest regulatory filings, with 192 funds opening new positions, 533 increasing their positions, 602 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 192 | Existing positions closed: 146

2% more funds holding

Funds holding: 1,5021,525 (+23)

0.19% more ownership

Funds ownership: 82.93%83.11% (+0.19%)

10% less capital invested

Capital invested by funds: $68.9B → $61.7B (-$7.18B)

11% less repeat investments, than reductions

Existing positions increased: 533 | Existing positions reduced: 602

27% less call options, than puts

Call options by funds: $816M | Put options by funds: $1.12B

44% less funds holding in top 10

Funds holding in top 10: 5430 (-24)

Holders
1,525
Holders Change
+23
Holders Change %
+1.53%
% of All Funds
22.23%
Holding in Top 10
30
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-44.44%
% of All Funds
0.44%
New
192
Increased
533
Reduced
602
Closed
146
Calls
$816M
Puts
$1.12B
Net Calls
-$307M
Net Calls Change
-$258M
Name Holding Trade Value Shares
Change
Change in
Stake
WP
976
Wealthspan Partners
Iowa
$463K
SCA
977
Stonebridge Capital Advisors
Minnesota
$462K -$5.43K -100 -1%
SC
978
Sawyer & Company
Massachusetts
$460K -$16.3K -300 -3%
SP
979
Symmetry Partners
Connecticut
$459K -$183K -3,362 -28%
AAM
980
Azzad Asset Management
Virginia
$455K +$7.77K +143 +2%
CHJWM
981
Carlton Hofferkamp & Jenks Wealth Management
Texas
$452K -$15.5K -285 -3%
CWM
982
Calamos Wealth Management
Illinois
$448K -$6.03K -111 -1%
MOS
983
MGO One Seven
Ohio
$448K -$16.8K -309 -3%
DWM
984
Dakota Wealth Management
Florida
$447K +$17.1K +314 +4%
GIA
985
Gladstone Institutional Advisory
Florida
$446K +$140K +2,570 +43%
IAN
986
Integrated Advisors Network
Texas
$445K +$41.4K +762 +10%
EGA
987
E&G Advisors
Texas
$445K -$19.1K -352 -4%
NFG
988
Nations Financial Group
Iowa
$444K +$10.9K +201 +2%
ARC
989
Advisor Resource Council
Texas
$440K +$460K +8,463 New
SVWAG
990
Sound View Wealth Advisors Group
Georgia
$440K +$16.3K +300 +4%
KCM
991
KRS Capital Management
Michigan
$438K +$69.8K +1,284 +18%
BOH
992
Bank of Hawaii
Hawaii
$434K -$7.93K -146 -2%
SFM
993
Systematic Financial Management
New Jersey
$432K
PA
994
PSI Advisors
Florida
$432K -$35.3K -650 -7%
WJA
995
Willis Johnson & Associates
Texas
$431K +$10.9K +200 +2%
Acadian Asset Management
996
Acadian Asset Management
Massachusetts
$431K -$676K -12,440 -60%
TFA
997
Teamwork Financial Advisors
Texas
$430K -$30.9K -569 -6%
WSCM
998
Wellington Shields Capital Management
New York
$430K -$40.8K -750 -8%
HC
999
Hara Capital
Washington
$429K +$448K +8,249 New
FMWA
1000
Forvis Mazars Wealth Advisors
Missouri
$427K -$31.8K -585 -7%

SLB Hedge Fund Activity: Q4 2023 in Review

1,525 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in SLB Ltd (SLB) for Q4 2023, worth a combined $61.7B — down 10% from $68.9B a quarter earlier.

Buyers outnumbered sellers: 192 funds opened new SLB positions and 146 closed out — a net gain of 46 holders — while 533 added to existing stakes and 602 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.03B. The largest seller was Wellington Management Group, cutting an estimated $456M.

  • 1,525 institutional investors held SLB Ltd (SLB) as of Q4 2023, up from 1,502 in Q3 2023.
  • Funds reported $61.7B of SLB Ltd stock for Q4 2023, down 10% quarter-over-quarter.
  • 192 funds opened new SLB Ltd positions in Q4 2023 and 146 closed out, a net change of +46 holders.
  • The largest SLB Ltd buyer in Q4 2023 was Morgan Stanley, an estimated $1.03B added.
  • The largest SLB Ltd seller in Q4 2023 was Wellington Management Group, an estimated $456M sold.

Based on aggregated 13F filings for Q4 2023.